As the hunt for income goes global, investors can find much-needed yield potential in US and Asia high-yield bonds, emerging-market debt and European equities. Overall, we continue to urge our clients to take risk to earn returns.
Neil Dwane, Global Investment Strategist
2017 Hong Kong Investment Forum's Findings
At our recent Investment Forum in Hong Kong, we reviewed the key strategic issues present in the global economy in order to help our clients move forward. Here are the forum's key themes, including both challenges and opportunities:
- Reasons for optimism include post-Trump reflation, rising yields and a higher oil price; causes for concern include dull global growth, rising debt, European politics and NIRP.
- China is on the path to becoming its own asset class, disruption is more than a tech trend, and populism and protectionism are powering the new politics.
- Investors should take risk to earn returns; much-needed yield potential can be found in US and Asia high-yields, EM debt and European equities.
For more on the forum's findings, take a look at Neil Dwane's in-depth analysis: